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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $685 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,847 | $39,245-13.8% | $64,105-47.2% | $52,331-35.3% |
| Participation rate | 72.9% | 58.2%+14.7pp | 68.2%+4.8pp | 68.1%+4.8pp |
| Annual return | 0.61% | 14.79%-14.2pp | 791.24%-790.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,476 | $736+100.5% | $1,820-18.9% | $1,882-21.6% |
| Participant deferral / active EE | $2,888 | $1,992+45.0% | $2,822+2.3% | $3,022-4.4% |
| Admin fee / account holder | $124 | $592-79.0% | $4,499-97.2% | $592-79.0% |